We Make Property Investment Management Easy for Your Clients
Seamless Client Experience: Set Up in 10 Minutes, Manage in Just 5
- Add a property profile in under 2 minutes.*
- Email settlement statements and depreciation schedules to clients' unique IDs.*
- Advise property managers to email monthly rental statements to clients' unique IDs.*
- Connect direct transaction feeds from bank loan accounts.*
- Add client-paid expenses easily via our mobile app or web portal.
- Generate reports and analytics with a few clicks.
Real-Time Insights, Instant Access : Comprehensive Reports & Document Storage
- Real-time insights into income, market value, loan balance, net equity, and interest rates.
- Generate income, expense, cost base, and loan summary reports in seconds.
- Enjoy stress-free tax preparation with all financial and documents ready at hand.
- Real-time monitoring by their mortgage broker ensures your clients never pay higher interest rates.
- Upload your property documents(Contract of Sale, Construction Contract, Building Drawings, etc) and access it in few clicks
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+61493767832
Say Goodbye to Data Chase: Scalable and Effortless
- Effortlessly invite clients and access their financial data in seconds.
- Eliminate data sharing through emails, calls, or messaging apps.
- Spend less time on data entry and focus more on strategic tax planning.
- Protect sensitive financial data while securely managing team access and collaboration, regardless of team size.
Accelerate Your Tax Workflow with Audit Checks & Controls
- Match end-of-year rent income with monthly rental statements for accurate reporting.
- Reconcile financial year interest summaries with live bank transaction feeds.
- Review land tax, council rates, water rates, repairs, and insurance against previous years for accuracy.
- Capture all expenses to ensure no claims are missed, maximizing deductions and minimizing taxes.
Deeper Insights & Control: Advanced Reporting & Analysis
- ⦁ Generate income, expense, and cost base reports instantly.
- ⦁ Get in-depth insights into clients' investments with detailed reports.
- ⦁ Easily identify anomalies, review classifications, and uncover tax-saving opportunities.
- ⦁ Simplify CGT calculations with comprehensive cost base tracking, covering all costs and deductions up to the sale date.
Say Goodbye to Data Chase: Scalable and Effortless
- Effortlessly invite clients and access their financial data in seconds.
- Eliminate data sharing through emails, calls, or messaging apps.
- Spend less time on data entry and focus more on strategic tax planning.
- Protect sensitive financial data while securely managing team access and collaboration, regardless of team size.
Accelerate Your Tax Workflow with Audit Checks & Controls
- Match end-of-year rent income with monthly rental statements for accurate reporting.
- Reconcile financial year interest summaries with live bank transaction feeds.
- Review land tax, council rates, water rates, repairs, and insurance against previous years for accuracy.
- Capture all expenses to ensure no claims are missed, maximizing deductions and minimizing taxes.
Deeper Insights & Control: Advanced Reporting & Analysis
- Generate income, expense, and cost base reports instantly.
- Get in-depth insights into clients' investments with detailed reports.
- Easily identify anomalies, review classifications, and uncover tax-saving opportunities.
- Simplify CGT calculations with comprehensive cost base tracking, covering all costs and deductions up to the sale date.
Comprehensive Team Management & Collaboration
- Protect your clients' sensitive financial data with our secure platform.
- Easily add team members and assign clients, with full control over access and permissions—whether you have a small or large team.
- Improve teamwork and collaboration within your organization by securely managing team access and client assignments.
Why Trust Us: Data Security is Our Priority
Robust Password Management
Powered by Amazon Cognito.
Multi-Factor Authentication
Mandatory at all levels for security.
Protected Data
Storage
Encrypted at rest by Amazon
Secure Data
Transfer
Protected by Cloudflare Pro firewall.
Compliant Banking
Integration
Adheres to ACCC regulations.
ISO/IEC 27001:2022 Certified
Ensuring top-tier security standards.
Sign up as a property investors and try this yourself
Contact Us Soon
+61493767832
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